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Retirement & Financial Planning

You’re Invited to Join Us

APA Employees

As a client of MRP, a division of HUB International Investment Services, Inc. APA employees are invited to attend our Live Webinar Series events. This series is offered on the third Friday of each month and covers a wide variety of financial planning topics like the basics of retirement savings, building your investment portfolio, Medicare, Social Security, and much more.

Retirement & Financial Planning Live Webinar Series

(Mountain Time Zone, 45-minutes for each meeting)

    • 9:00 AM –Preparing for Tax Season, Tax Strategies
      • Two Guest CPA Presenters
      • Helpful Tips
      • Planning Strategies

    Join Zoom Meeting https://zoom.us/j/91385504331
    Meeting ID:91385504331
    Passcode:033962

    • 10:00 AM –Medicare
      • How to Apply
      • Common Pitfalls
      • Retirement Fundamentals

    Join Zoom Meeting https://zoom.us/j/91371192246
    Meeting ID:91371192246
    Passcode:879568

    • 11:00 AM –New to Saving, Retirement Basics
      • Overview –Saving for Retirement
      • Choosing Investments
      • Savings Tips

    Join Zoom Meeting https://zoom.us/j/91304813612
    Meeting ID:91304813612
    Passcode:080316

    April 15thMay 20th
    9:00 AM –F.I.R.E. Principles
    10:00 AM –Estate Planning
    11:00 AM –Retirement Basics
    9:00 AM –Principles of Investing 101
    10:00 AM –Nearing Retirement 55+
    11:00 AM –Retirement Basics

    Zac Huish CFP®, M.S., MPAS®, APMA®, CRPS®
    VP of Wealth Management – zac.huish@hubinternational.com – 801.643.9728

    Doug Macdonald CFP®, CPFA
    Investment Advisor, Wealth Management – doug.macdonald@hubinternational.com – 801.833.5928